PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm’s Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector. Originally published on CaliforniaNewswire.com — Former IRS Exec, Mark […]
Tag Archives | CA Finance
ReverseVision Names Sunny Mahdii Vice President of Operations
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has appointed Sunny Mahdii to the position of vice president of operations. In this role, Mahdii will work with ReverseVision’s professional services, training, implementation, document management and customer success teams […]
Bank of Southern California, N.A. Names Ian McKay Managing Director
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the hiring of Ian McKay as Managing Director of Business Banking. He will focus on developing and managing a portfolio of small to medium sized businesses […]
Total Expert and ReverseVision Join Forces to Transform Reverse Mortgage Customer Journey
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the reverse mortgage industry, today announced a partnership with Total Expert, creator of the first marketing operation system (MOS) specifically for banks and mortgage lenders. The two companies have deployed an API integration that links the Total Expert MOS with […]
EPIC Insurance Brokers adds Benefits Consultant Dennis Park in Irvine Calif.
IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers adds Benefits Consultant Dennis Park in Irvine Calif.
Bank of Southern California, N.A. Names Robby Piper Senior Managing Director, Business Banking
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Robby Piper has joined the company as Senior Managing Director, Business Banking. He will be responsible for expanding Bank of Southern California’s client base. Originally published on CaliforniaNewswire.com […]
NotaryCam Having Banner Year in 2019, Citing Growing Adoption of Remote Online Closing
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019. Following a nearly 140 percent 2018 increase in new users, NotaryCam surpassed 200,000 users […]
DocMagic and LendingPad LOS Integrate for Compliant Document Preparation and eSigning
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has completed an integration with cloud-based loan origination system (LOS) provider LendingPad from WEI Technology LLC, offering its document preparation services directly from within the LendingPad environment. Originally published on CaliforniaNewswire.com […]
Fidelity National Financial Inc. (NYSE:FNF) Adds NotaryCam Remote Notarization Service to Online Closing Options
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the pioneering leader in online notarization and the original provider of mortgage eClosing solutions, today announced that Fidelity National Financial (FNF), will allow the use of NotaryCam to deliver remote online notarization (RON) and remote online closing (ROC) capabilities to FNF’s network of direct title and settlement operations, […]
Mary Grandy of EPIC Insurance Brokers Receives 2019 Joe Quigley Memorial Award
SACRAMENTO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial Management Association (CFMA). Originally published on […]
EPIC’s Kevin Ach to Moderate Executive Session on Loss Prevention and Asset Protection at NRF Protect
ANAHEIM, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC’s Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation’s “NRF Protect” Conference, June 11 […]
Showbiz Tech from EXACTUALS Shows a Better Way to Pay: Insurance Industry Alert issued by EraNova Institute
LOS ANGELES, Calif. /California Newswire/ — Today the EraNova Institute issued a business alert: “Showbiz shows a better way to pay.” EraNova’s Director, Dick Samson, says, “For non-employees in entertainment and insurance, getting the money due you has often been a chore.” For decades complexity has been a sore spot in both industries, according to […]
Mortgage Capital Trading (MCT) Launches Trade Auction Manager to Enable Electronic TBA MBS Trading
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software module is accessible […]
ReverseVision Launches New Tool to Help Originators and Consumers Compare HECM Loans with HELOCs, First- and Second-Lien Mortgages
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) and senior lending industry, today announced the release of the Comparison Calculator within RV Sales Accelerator (RVSA). Originally published on CaliforniaNewswire.com — ReverseVision Launches New Tool to Help Originators and Consumers Compare HECM Loans […]
Paragon Insurance Strengthens Wine Industry Operations with Promotion of Erik Kriens to Regional President in the West
SAN FRANCISCO, Calif. /California Newswire/ — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon’s San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats. Originally published on CaliforniaNewswire.com […]
Bank of Southern California NA Names Mr. Sean Dlal Managing Director of Business Banking
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California’s client […]
MQMR Hires Mortgage Compliance Exec Jeff Christensen as Vice President of Sales
LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market. Originally published on CaliforniaNewswire.com — […]
BlackFin Group in Irvine CA Officially Launches Financial Services Consulting Practice
IRVINE, Calif. /California Newswire/ — BlackFin Group – a boutique-style consulting firm focused on mortgage banking and financial services – announced that it has formally launched operations with the goal of bringing a unique method to projects that drastically deviates from the way traditional consulting practices work with clients. Originally published on CaliforniaNewswire.com — BlackFin […]
Bank of Southern California, N.A. Announces its Q1-2019 Results and Reports Growth Amidst Expansion
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) today reported results for the first quarter ended March 31, 2019. Total assets grew to $769 million for the first quarter of 2019, a 47% increase compared to the first quarter of 2018. Quarterly net income increased 72% to […]
EPIC Insurance Brokers Acquires Book of Business of Brokers Insurance Mart, Inc. (BIM)
LIVERMORE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it acquired in an asset sale the book of business of Brokers Insurance Mart, Inc. (BIM) on April 15, 2019. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers Acquires Book of Business […]
NotaryCam and Milo Credit Team To Complete International Remote Online Closing Transaction
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has partnered with Milo Credit to complete the lender’s first remote online closing (ROC) transaction. Originally published on CaliforniaNewswire.com — NotaryCam and Milo Credit Team To Complete International Remote Online Closing […]
Mortgage Capital Trading (MCT) Bolsters Executive Management Team with Addition of Leslie Winick as Chief Strategy Officer
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase […]
At 2019 Retail Asset Protection Conference EPIC’s Kevin Ach and Walter Palmer to Present on Business Continuity and Theft
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Practice Leader Walter Palmer will facilitate a session on May 6 at Retail Asset Protection Conference and Vice President of Risk Assurance Kevin Ach will present on May 7 at the […]
Absolute Trust Talk with Kirsten Howe: Tax Law Changes Impact Charitable Giving – Is Philanthropy Motivated by Tax Reasons Dead?
WALNUT CREEK, Calif. /California Newswire/ — Absolute Trust Talk, a monthly podcast released by Absolute Trust Counsel, recently sat down with Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation, to discuss how an individual’s core value system is the new driving force behind charitable giving. Originally published on CaliforniaNewswire.com — […]
Bank of Southern California, N.A. Appoints Rick Beatty Vice President, Underwriter
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Rick Beatty Vice President, Underwriter. He will be responsible for structuring, analyzing and underwriting commercial credit for small to middle market companies as well as managing an existing portfolio […]
Tiffany McClellan of EPIC to Present on Designing Benefits Plans at HRE Health and Benefits Leadership Conference
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Regional Director of Employee Benefits Tiffany McClellan, CEBS, will present at the Human Resource Executive (HRE) Health & Benefits Leadership Conference on Thursday, April 25 at 11:30 a.m. at the Aria […]
Mortgage Capital Trading Reorganizes Sales Processes, Expands National Sales Team, and Forms Customer Success Group
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, today announced it has restructured the company’s internal sales processes, bolstered the sales team, and launched a Customer Success Group (CSG). Implementation of the changes pave the way for significant growth as the company […]
Bank of Southern California NA Names Tony DiVita Chief Operating Officer
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Tony DiVita Executive Vice President, Chief Operating Officer. Mr. DiVita joined Bank of Southern California in 2011 and most recently held the position of Executive Vice President, Chief Banking […]
Reconciled Expands with New Los Angeles Location providing Online Bookkeeping Services for Entrepreneurs
LOS ANGELES, Calif. /California Newswire/ — Reconciled is pleased to announce the opening of a new satellite office in Los Angeles. The online bookkeeping firm for entrepreneurs launched a L.A. office in partnership with local bookkeeping firm Logistis to expand services to entrepreneurs in the greater L.A. region. Originally published on CaliforniaNewswire.com — Reconciled Expands […]
Bank of Southern California NA Names Gaylin Anderson to Chief Banking Officer
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank’s growth within the newly added […]
Bank of Southern California NA Extends Loan Facility to San Diego’s NTC Foundation
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCA), a community business bank headquartered in San Diego, Calif., announced today that it has extended a loan facility to the NTC Foundation, a San Diego-based non-profit organization focused on creating a destination for arts and culture at the former […]
Bank of Southern California NA Appoints Ashley Lopez as Branch Managing Director in Carlsbad
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ashley Lopez as Branch Managing Director for the company’s Carlsbad office. She will be responsible for expanding Bank of Southern California’s market presence by actively seeking […]
Britt Haven of MQMR Receives Achievement Certification from the MBA’s Certified Mortgage Compliance Professional Program
LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that its National Account Executive Britt Haven has completed Level I of the Certified Mortgage Compliance Professional (CMCP) Certification and Designation program offered by the Mortgage Bankers Association (MBA). Originally published on CaliforniaNewswire.com — Britt Haven of MQMR Receives Achievement […]
MCT CMO Ian Miller Named a 2019 ‘Top 40 Most Influential Mortgage Professionals Under 40’ by NMP
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT) a leading mortgage hedge advisory and secondary marketing software firm, announced that its Chief Marketing Officer, Ian Miller, was recognized by National Mortgage Professional Magazine’s (NMP) for his industry accomplishments, landing him on the 2019 ‘Top 40 Most Influential Mortgage Professionals Under 40’ list. […]
The Mortgage Collaborative Adds 3 New Board Members, 45 Lender Members and Grows Attendance at 2019 Winter Conference
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas. Originally published on CaliforniaNewswire.com […]
Bank of Southern California, N.A. Continues to Expand Its Business Development Team in Los Angeles
LOS ANGELES, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce the expansion of its business development team in the Los Angeles market with the hiring of two seasoned banking professionals to support the company’s continued growth and […]
Risk & Insurance Honors 8 of EPIC Brokers’ Consultants as 2019 Power Brokers
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Alexander Brown (Environmental), DeAnna Buck (Captives), Alexandra Forcucci (Real Estate), Maron Impagliazzo (Transportation), Matt Sears (Employee Benefits), and Neil Slattery (Retail) have been recognized as 2019 Power Brokers(R) by Risk […]
PowerGuard Specialty Insurance Launches Residential Solar Protection Program for Dealers and Installers
IRVINE, Calif. /California Newswire/ — PowerGuard Specialty Insurance Services – a renewable energy program manager based in the United States – announced today the availability of a unique, first of its kind, insured full-system warranty for residential solar installations, including solar panels, wiring/leads and inverters. Originally published on CaliforniaNewswire.com — PowerGuard Specialty Insurance Launches Residential […]
Base Zero’s New Crypto Custody Keeps Financial Institutions Safe from Theft and Fraud
BERKELEY, Calif. /California Newswire/ — Multi-signature transaction authorization has become more secure and more convenient, thanks to Base Zero’s handheld signer devices. The devices work in combination with flexible security software that smoothly integrates with existing financial systems. Base Zero institutional crypto custody enables offline safekeeping of client crypto assets while maintaining 24/7 real-time asset […]
Mortgage Capital Trading (MCT) Scores High Marks in Satisfaction, Lender Loyalty, and Functionality Effectiveness According to Recent Study by STRATMOR Group
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the 2018 STRATMOR Technology Insight Study rated MCT as the leader in overall satisfaction, lender loyalty, and functionality effectiveness in the production pipeline hedging industry, according to survey respondents. Originally published on CaliforniaNewswire.com […]
Bank of Southern California, N.A. Announces Q4-2018 and Year End Financial Results
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $2.0 million for the fourth quarter of 2018, compared to $875 thousand in the third quarter of 2018 and $1.1 million for the fourth quarter of 2017. For the year ended December 31, 2018, net income […]
Bank of Southern California, NA Names Scott Yates as Regional Managing Director
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking […]
EPIC Holdings Inc. Finalizes its Acquisition of Integro USA
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. (‘EPIC’) today announced the closing of EPIC’s acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction. Originally published on CaliforniaNewswire.com […]
Bank of Southern California, N.A. Names John E. Chung as Group Managing Director
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team’s impact of meeting the banking needs of small to […]
NotaryCam Helps East Texas Title Complete Its First Remote Online Closing (ROC)
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the pioneering and market leader in remote online notarization and mortgage eClosing solutions, today announced that East Texas Title has executed its first remote online closing (ROC(TM)) in Texas since the state’s remote online notarization law went into effect. The transaction, which was executed using NotaryCam’s eClose360(R) eClosing […]
Fintech provider Cloudvirga closes 2018 with customers producing nearly $200B in loan volume, secures $50m in capital
IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage software, closed the books on 2018 with a 54 percent year-over-year increase in mortgage loan volume processed through its intelligent Mortgage Platform(TM). The strong 2018 results topped a long list of achievements. Originally published on CaliforniaNewswire.com — Fintech provider Cloudvirga closes 2018 with […]
EPIC Insurance Brokers and HR Hotlink Partner for the Benefit of CNCDA Members
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today a marketing and distribution agreement with HR Hotlink. Both firms are longtime valued partners of the California New Car Dealers Association (CNCDA). Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers and HR […]
Bank of Southern California, N.A. Names Bill Lamison VP, Underwriter
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company’s established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new […]
Dan Sogorka, Former FNF/Black Knight executive joins Cloudvirga as chief revenue officer
IRVINE, Calif. /California Newswire/ — Cloudvirga, a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga’s continued revenue growth and oversee the firm’s sales and marketing strategy with the […]
EPIC Insurance Adds Blake Kirk as a Principal in San Francisco
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm’s operations in Northern California as a Senior Vice President and Principal. Originally published on CaliforniaNewswire.com — EPIC Insurance Adds Blake Kirk as a Principal in San Francisco
Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.
IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Randy Pizer has joined the firm’s operations in California as Vice President/Account Executive. Originally published on CaliforniaNewswire.com — Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.
Former Houzz and Drip leader, Ashley Lundquist, joins Cloudvirga as vice president of talent
IRVINE, Calif. /California Newswire/ — Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Ashley Lundquist as vice president of talent. Lundquist will oversee the firm’s initiatives to attract, develop and retain top technology talent as Cloudvirga rapidly expands its team. Originally published on CaliforniaNewswire.com — Former Houzz and Drip leader, […]
The Mortgage Collaborative Adds 44 New Lender Members in 2018, Now Growing Staff to Serve 2019 Expansion
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their […]
Bank of Southern California NA Names Lori Boucher VP Branch Manager, La Quinta Branch
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Lori Boucher Vice President, Branch Manager. She will be responsible for sales and service of both consumer and business relationships at Bank of Southern California’s La Quinta branch in […]
SecurityNational Mortgage Corp. Implements Fully Paperless Closing Process Using DocMagic’s Total eClose Platform
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant and document preparation, regulatory compliance and comprehensive eMortgage services, and SecurityNational Mortgage Corporation (SNMC), an independent national mortgage banker, jointly announced that they successfully rolled out DocMagic’s comprehensive Total eClose(TM) platform. Originally published on CaliforniaNewswire.com — SecurityNational Mortgage Corp. Implements Fully Paperless Closing […]
Bank of Southern California Adds Joshua Mello, Managing Director, in San Diego
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joshua Mello as Managing Director. He will be responsible for developing and managing a portfolio of commercial clients in the greater San Diego region. Originally published […]
EPIC Holdings to Acquire Integro Holdings Inc.
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 […]
In Virginia, NotaryCam & Stewart Title Execute First Complete Purchase and Sale Mortgage Transaction via Remote Online Closing
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the leader in online notarization and the original provider of mortgage eClosing solutions, today announced it has completed the first remote online closing (ROC) for a purchase and sale transaction in Virginia in conjunction with Stewart Title(R). Originally published on CaliforniaNewswire.com — In Virginia, NotaryCam & Stewart Title […]
Tim Von Kaenel, Former loanDepot executive joins Cloudvirga as chief product officer
IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage software, announced it has appointed Tim Von Kaenel to the role of chief product officer. In this role, Von Kaenel will oversee product strategy, design and go-to-market planning for Cloudvirga’s growing suite of digital mortgage point-of-sale products. Von Kaenel will report to Cloudvirga […]
Bank of Southern California, N.A. Hires Pamela Marble as Managing Director in Orange County CA
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Pamela Marble as Managing Director in Orange County. In this role, she will be responsible for business development and client relationship management. Originally published on CaliforniaNewswire.com […]
Bank of Southern California NA Opens West Los Angeles Office, Fifth In County
LOS ANGELES, Calif. /California Newswire/ — Bank of Southern California, N.A. ( OTC Pink: BCAL / OTCMKTS:BCAL ), a community business bank headquartered in San Diego, Calif., is pleased to announce its continued expansion in Los Angeles with the opening of a new production office in West Los Angeles. Originally published on CaliforniaNewswire.com — Bank […]
EPIC Insurance’s David McNeil Named 2018 ‘Broker of Excellence’ by CalMutuals Joint Powers Risk & Insurance Management Authority
ONTARIO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (“EPIC”), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as a 2018 Broker of Excellence by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management […]
Cloudvirga taps former Altisource CTO James Vinci as Executive VP of Technology
IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm’s newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga’s technical vision, oversee initiatives to strengthen developer talent and collaborate across departments […]
EPIC Insurance Buys Direct Retail Wine Industry Business From Paragon
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when […]
Paragon Insurance Holdings LLC to Sell its Direct Retail Wine Industry Business
SAN FRANCISCO, Calif. /California Newswire/ — Paragon Insurance Holdings LLC today announced the sale of the firm’s direct retail wine industry business to retail insurance broker EPIC Insurance Brokers & Consultants. The accounts in question came to Paragon in the fall of 2017 when they purchased wine industry specialist John Sutak Insurance Brokers, along with […]
MCT Inc. Hires Rhiannon Bolen as Regional Sales Manager to Satisfy Increasing Demand for its Product and Service Offerings
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhiannon Bolen has joined the company’s sales team as one of its Regional Sales Managers and will be responsible for overseeing the Southern territory. Originally published on CaliforniaNewswire.com — MCT Inc. Hires […]
Former Roostify exec Jesse Decker joins Cloudvirga as chief customer success officer
IRVINE, Calif. /California Newswire/ — Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Jesse Decker to the role of chief customer success officer. Decker will lead the company’s customer success division and work collaboratively with its product development and marketing teams to help leading mortgage lenders leverage the full potential […]
Bank of Southern California, N.A. Announces its Q3-2018 Financial Results (BCAL)
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $874,988 for the third quarter of 2018, compared to $1,088,043 for the third quarter of 2017. For the nine months ended September 30, 2018, net income was $3,253,441, compared to $2,830,295 for the nine months ended […]
For U.S. Veterans and Service Members, NotaryCam again Offers Complimentary Notarizations Honoring 2018 Veterans Day
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R) today announced it would offer free remote online notarization (RON) sessions to United States veterans and current service members in honor of Veterans Day as part of its semi-annual “Help a Hero” initiative. From Friday, November 9 through Monday, November 12, active duty and retired service members can […]
MCT Integrates its MCTlive! Fintech with Freddie Mac for Automated Loan Sale Pricing and Commitment
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced new functionality that delivers real-time pricing and automates loan committing for Fred…
Cloudvirga Founder Kyle Kamrooz Accepted into Forbes Finance Council
IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), today announced that company co-founder Kyle Kam…
Calif. Assemblymembers McCarty and Ting Demand ‘Tax Justice’ for Middle Class Californians
SACRAMENTO, Calif. /California Newswire/ — With the recently approved Republican tax giveaway largely benefiting billionaires, Calif. Assemblymember Kevin McCarty (D – Sacramento) and Assemblymember Phil Ting (D – San Francisco) this week introduced A…
Cloudvirga Co-founder Kyle Kamrooz Named to 2017 NMP 40 Most Influential Mortgage Professionals Under 40
IRVINE, Calif. /California Newswire/ — Cloudvirga, developer of intelligent mortgage point-of-sale (POS) platforms, today announced that its co-founder and Chief Strategy Officer Kyle Kamrooz has been named one of National Mortgage Professional magazi…
The Mortgage Collaborative Adds United Capital Markets to Preferred Partner Network
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced the addition of United Capital Markets, Inc. (UCM), the mortgage industry’s leading outsource provider of dynamic…
The Mortgage Collaborative Notches 20% Growth in its Lender Membership since 2017-Q1
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced that they have reached another milestone, adding 20 new lender members since their August summer conference in Na…
Matic Insurance Services & LendingQB Partner to Solve Mortgage Delays Caused by Homeowner’s Insurance
SHERMAN OAKS, Calif. /California Newswire/ — Matic Insurance Services, a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of “lean lending” loan origination technology. Matic announced the news as part of a live demonstration at San Francisco’s Digital Mortgage Conference. […]
HousingWire Honors DocMagic’s Mike Zarrilli with 2017 Insiders Award
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its head of operations, Mike Zarrilli, has been named to HousingWire’s Insiders Award list for 2017. NOTICE: The news story HousingWire Honors DocMagic’s Mike Zarrilli with 2017 Insiders Award appeared on and […]
The Mortgage Collaborative Launches New Affordable Lending Outreach Pilot Program
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announces a new pilot with a focus on affordable lending support and education for select lenders that are members of TMC’s…
California MBA Invites Phil Laren of MCT to Speak on at its New Mortgage Technology Conference
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services Phil Laren is scheduled to speak on a must-attend pane…
Pacific Sunbelt Mortgage Reports Stellar Customer Satisfaction Results in Q4 2016 Survey
RIVERSIDE, Calif. /California Newswire/ — Pacific Sunbelt Mortgage, a division of Finance of America Mortgage, announced today the findings from its Q4 2016 customer satisfaction surveys. Pacific Sunbelt Mortgage is a long-time lender within the home …
MuniServices, Municipal Tax Attorney Proactively Protect Local Revenue
IRVINE, Calif. /California Newswire/ — Whether you love or hate them, local taxes and fees are critical sources of revenue that pay for good roads, clean water and safe communities. To help protect these funds, MuniServices, one of the nation’s leading municipal tax auditors, has partnered with attorney Ben Fay to advise its city and […]
Qualia Integrated with Fidelity National Title Group AgentTRAX System for Title Services
SAN FRANCISCO, Calif. /California Newswire/ — Qualia, the fastest growing provider of title settlement software, announced it has integrated the agentTRAX portal from Fidelity National Title Group (NYSE:FNF) into its settlement platform. Through this integration, Chicago Title, Commonwealth Land Title and Fidelity National Title agents can issue Closing Protection Letters (CPLs) and generate policy jackets […]
MuniServices Helps Cities Manage Emerging Cannabis Industry
CATHEDRAL CITY, Calif. /California Newswire/ — In years past, Cathedral City, a desert community of 52,000 people located between Palm Springs and Rancho Mirage, was more well-known for its golf courses than its cannabis industry. Now, in the wake of the passage of Prop. 64 last November, a new “Green Rush” has the potential to […]
Second Annual ReverseVision’s User Conference Draws Newcomers to Reverse Mortgage Industry
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, drew a record crowd of reverse mortgage lenders, brokers and industry newcomers to its second annual user conference February 8-10 at the Hilton San Diego Mission Bay Resort and Spa. The news story Second Annual ReverseVision’s […]
Reverse Mortgage Innovator, ReverseVision Named to HousingWire’s HW TECH100 for Second Time
SAN DIEGO, Calif. /California Newswire — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced it has been named to HousingWire’s HW TECH100(TM) list of the housing economy’s most innovative technology companies for a second time. Previously recognized in 2015, ReverseVision is the only reverse mortgage loan origination software […]
Corporate Partner Geoffrey Perusse joins VLP Law Group Team
PALO ALTO, Calif. /California Newswire/ — VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm’s Private Funds and Investment Management Group. The post Corporate Partner Geoffrey Perusse joins VLP Law […]
Calif. Assembly Speaker Rendon Statement on Cap and Trade Spending Plan
SACRAMENTO, Calif. /California Newswire/ — Calif. Assembly Speaker Anthony Rendon (D-Paramount) released the following statement regarding a cap and trade spending plan: “A responsible cap and trade spending plan will be approved by the Legislature this year. “Keeping cap and trade funds bottled up isn’t going to reduce the harm caused by greenhouse gas emissions, […]
New American Funding Builds Out 47-State Reverse Mortgage Op with ReverseVision RVX
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that Tustin, California-based national mortgage lender New American Funding is expanding its reverse mortgage lending operation to 47 states using the RV Exchange (RVX) loan origination software (LOS). The post New American […]
San Diego’s The Mortgage Collaborative Adds 12 Providers to Preferred Partner Network
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of twelve new preferred partner companies to their national network, announced the Collaborative’s EVP of National Sales & Strategic Alliances, Rich Swerbinsky. The post San Diego’s The Mortgage Collaborative Adds 12 Providers to Preferred Partner Network […]
Nations Valuation Services Implements Platinum Data’s Collateral Expert
ALISO VIEJO, Calif. /California Newswire/ — Platinum Data Solutions, a provider of valuation data and analytics solutions for the mortgage industry, has announced that Nations Valuation Services, a nationwide appraisal management company, has quantifiably improved its workflow processes by implementing Platinum Data’s Collateral Expert(R) property information report. The post Nations Valuation Services Implements Platinum Data’s […]